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Marsh McLennan Agency · 10 hours ago

Placement Consultant

Dallas, TX

Full-time

Onsite

Mid, Senior Level

4+ years exp

Marsh McLennan Agency is a leading insurance and risk management firm, and they are seeking a Placement Consultant to oversee the insurance placement process. The role involves collaborating with the Service Team, managing account timelines, negotiating coverage and terms, and maintaining communication throughout the placement process.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Ashley Kubacki

Responsibilities

Collaborate with the Service Team to ensure the following processes are completed

Ensure you have a clear understanding of the new business and renewal accounts assigned to you

Keep track of all accounts and their respective timelines to ensure timely processing

Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination

Thoroughly review submissions to ensure accuracy and completeness

Familiarize yourself with account details to negotiate effectively

Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account

Prepare and submit all necessary documentation to the insurance market

Follow up with markets in a timely manner to ensure progress

Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients

Explore creative solutions to meet client needs effectively

Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs

Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making

Generate a professional final proposal with the best recommendation(s) for the client

Create schematics for shared/layered programs

Finalize and complete bind orders once terms are agreed upon

Review binder and invoices for accuracy

Understand Agency Management System and document the placement process

Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly

Act as a collaborative member of the Agency to ensure superior service to all MMA clients

Attend Insurance Placement Team meetings as appropriate

Collaborate with producers/account managers and other placement colleagues on market strategy for accounts

Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer

Build and maintain strong working relationships within the insurance market

Participate in carrier meetings to stay informed about current market conditions and appetites

Treat clients, prospects, and company employees with courtesy and respect

Contribute to development and education of colleagues

Support other offices/regions as needed

Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:

Analyze insurance quotes and recommend terms and conditions

Communicate and negotiate with insurance markets through strategy

Ability to pivot when faced with challenges

Maintain and develop knowledge of policy forms and endorsements

Design insurance program for client based on defined needs

Identify and address any coverage gaps with account service teams and insurance markets

Become a subject matter expert and resource in areas of interest or technical capability

Qualification

Texas P&C LicenseBusiness Insurance ExperienceNegotiation SkillsSagittaImageRightExcelProactive Work StyleCommunication SkillsProblem SolvingTeamwork

Required

Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license

Minimum of 4-6 years of experience in middle market Business Insurance

Demonstrate ability to multi-task, prioritize work effectively with little to no direction

Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies

Demonstrate proactive work style

Ability to learn, analyze and comprehend various lines of insurance and communications

Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees

https://www.marshmma.com

H1B Sponsorship

Marsh McLennan Agency has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (2)

2022 (2)

2021 (2)

2020 (4)